SWDSX Mutual Fund

NAV$20.25

AUM$660M

TER0.89%

Holdings64

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SWDSX Mutual Fund

NAV$20.25

Schwab Dividend Equity Fund

AUM$660M

TER0.89%

Holdings64

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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See the full sector breakdown of SWDSX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

SWDSX Mutual Fund Sector Allocation

SWDSX sector allocation breaks down across Information Technology (3.5%), Health Care (1.1%). Across 64 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SWDSX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

SWDSX geographic allocation shows country exposure. SWDSX overlap calculator reveals how sector exposure compares with other funds.